AI and data centre interconnects Optical components market hits $25bn as AI fortifies datacom growth High-speed modules break 10 million quarterly shipments as hyperscalers accelerate 1.6T migration and AI interconnect. Latest articles NewPhotonics targets 1.6T power efficiency with new NPO chiplet Optical components market hits $25bn as AI fortifies datacom growth Marvell acquires XConn to expand AI data centre switching portfolio Data centre capex grows 59% on AI interconnect spend Italy and Switzerland surge in 2025 BCDI rankings as AI spend hits $1t Fibre in the fast lane - the AI-driven convergence AI fuels 68% growth in core router demand, market jumps 23% Ethernet roadmap prioritises 1.6T optics and LPO for AI AI drives OCS market forecast to surge to $2.5bn Marvell breaks AI limits with Celestial AI Photonic Fabric technology deal Google to invest $6.4 billion in cloud infrastructure in Germany Nokia expands data centre networking portfolio to power AI era
